Narrative Interactivity

This section will go through the steps to have your narrative reflect the current state of your Tableau worksheet or dashboard. After applying filters in Tableau, refreshing your narrative will make it up to date with any filters or selections you've performed.

1) In this example, we'll take a line chart measuring sales by month. We'll start with the narrative as it appears without any filters applied.

As a point of reference, notice how the first bullet point mentions the total of over $47,000. We'll come back to this line as an example of the interactivity later in this tutorial.

2) Next, we will apply a filter by product category to have the line chart reflect only sales in the 'consumer' category. You will notice the filter has been applied because the scale on the x-axis is now only up to 60,000 instead of over 100K pre-filter.

3) Next, we will re-open our Narrative extension. The version of the narrative we see here will not know about the filter.

4) Click the 'refresh' button (circled in green). This will allow the narrative to collect the latest data from the worksheet and generate a new narrative.

Going back to #1, you will notice that first bullet of the narrative has now updated. The total across all 48 periods is over $24,000. This is showing that the narrative has updated based on the filter applied.